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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (13424)8/14/2002 3:10:34 PM
From: Dave Doriguzzi  Read Replies (1) | Respond to of 57684
 
Lizzie,
Yes, although I haven't seen a demo. With VOD I think it's a matter of "when" vs "if". All of the cable players are having massive credibility problems with their EBITDA accounting however. If they weren't, CCUR would be > $10 IMHO. Keep an eye on it post-earnings.



To: Lizzie Tudor who wrote (13424)8/14/2002 4:25:31 PM
From: Bill Harmond  Read Replies (1) | Respond to of 57684
 
fastcompany.com



To: Lizzie Tudor who wrote (13424)8/14/2002 5:08:58 PM
From: Bill Harmond  Read Replies (2) | Respond to of 57684
 
Brocade call super positive....

Comfortable with guidance 160-165 mill, maintain 60% margin, 10 cents.


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